Echo Street Capital Management

Echo Street Capital Management as of March 31, 2020

Portfolio Holdings for Echo Street Capital Management

Echo Street Capital Management holds 165 positions in its portfolio as reported in the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Fidelity National Information Services (FIS) 2.3 $108M 884k 121.64
Microsoft Corporation (MSFT) 2.2 $101M 643k 157.71
Paypal Holdings (PYPL) 2.1 $99M 1.0M 95.74
Crown Castle Intl (CCI) 2.1 $98M 680k 144.40
Zendesk 1.9 $91M 1.4M 64.01
Equinix (EQIX) 1.9 $90M 145k 624.57
Intercontinental Exchange (ICE) 1.8 $85M 1.1M 80.75
MasterCard Incorporated (MA) 1.8 $83M 342k 241.56
Spdr S&p 500 Etf (SPY) 1.8 $83M 320k 257.75
Thermo Fisher Scientific (TMO) 1.7 $79M 277k 283.60
Verisign (VRSN) 1.6 $76M 424k 180.09
PerkinElmer (RVTY) 1.6 $75M 999k 75.28
S&p Global (SPGI) 1.6 $73M 296k 245.05
FleetCor Technologies 1.5 $68M 366k 186.54
Automatic Data Processing (ADP) 1.4 $66M 480k 136.68
AvalonBay Communities (AVB) 1.4 $64M 433k 147.17
Blackbaud (BLKB) 1.4 $63M 1.1M 55.55
Wright Express (WEX) 1.4 $63M 602k 104.55
Agilent Technologies Inc C ommon (A) 1.3 $59M 824k 71.62
Equifax (EFX) 1.2 $57M 475k 119.45
Paychex (PAYX) 1.2 $57M 900k 62.92
RealPage 1.2 $55M 1.0M 52.93
Danaher Corporation (DHR) 1.2 $54M 393k 138.41
Descartes Sys Grp (DSGX) 1.2 $54M 1.6M 34.41
American Tower Reit (AMT) 1.1 $53M 242k 217.75
Intuit (INTU) 1.1 $52M 227k 230.00
Ansys (ANSS) 1.1 $52M 225k 232.47
Jack Henry & Associates (JKHY) 1.1 $51M 327k 155.24
Ss&c Technologies Holding (SSNC) 1.1 $51M 1.2M 43.82
Ihs Markit 1.1 $50M 826k 60.00
Visa (V) 1.0 $49M 302k 161.12
Verisk Analytics (VRSK) 1.0 $48M 343k 139.38
Alphabet Inc Class A cs (GOOGL) 1.0 $46M 39k 1161.94
Healthequity (HQY) 1.0 $44M 877k 50.59
Church & Dwight (CHD) 1.0 $44M 690k 64.18
Monster Beverage Corp (MNST) 0.9 $42M 750k 56.26
Transunion (TRU) 0.9 $42M 633k 66.18
Workday Inc cl a (WDAY) 0.9 $42M 320k 130.22
Moody's Corporation (MCO) 0.9 $41M 196k 211.50
D.R. Horton (DHI) 0.9 $41M 1.2M 34.00
Lennar Corporation (LEN) 0.9 $41M 1.1M 38.20
Copart (CPRT) 0.9 $40M 587k 68.52
Tri Pointe Homes (TPH) 0.9 $40M 4.5M 8.77
Ceridian Hcm Hldg (DAY) 0.8 $39M 786k 50.07
American Homes 4 Rent-a reit (AMH) 0.8 $39M 1.7M 23.20
Paylocity Holding Corporation (PCTY) 0.8 $39M 437k 88.32
Toll Brothers (TOL) 0.8 $36M 1.9M 19.25
Black Knight 0.8 $36M 613k 58.06
Align Technology (ALGN) 0.8 $35M 202k 173.95
Pagseguro Digital Ltd-cl A (PAGS) 0.8 $35M 1.8M 19.33
Servicenow (NOW) 0.7 $34M 119k 286.58
Global Payments (GPN) 0.7 $34M 235k 144.23
W.R. Grace & Co. 0.7 $34M 943k 35.60
Appfolio (APPF) 0.7 $34M 302k 110.95
CoStar (CSGP) 0.7 $33M 57k 587.20
Booking Holdings (BKNG) 0.7 $33M 25k 1345.34
FactSet Research Systems (FDS) 0.7 $33M 128k 260.68
Zoetis Inc Cl A (ZTS) 0.7 $32M 273k 117.69
Linde 0.7 $31M 182k 173.00
Steris Plc Ord equities (STE) 0.7 $31M 224k 139.97
Docusign (DOCU) 0.7 $31M 338k 92.40
Roper Industries (ROP) 0.6 $29M 94k 311.81
Crown Holdings (CCK) 0.6 $29M 504k 58.04
Veeva Sys Inc cl a (VEEV) 0.6 $29M 186k 156.37
Pool Corporation (POOL) 0.6 $29M 145k 196.77
Fiserv (FI) 0.6 $29M 301k 94.99
Old Dominion Freight Line (ODFL) 0.6 $29M 217k 131.26
Choice Hotels International (CHH) 0.6 $28M 460k 61.25
Switch Inc cl a 0.6 $28M 1.9M 14.43
Mettler-Toledo International (MTD) 0.6 $28M 40k 690.51
Autodesk (ADSK) 0.6 $27M 173k 156.10
Bill Com Holdings Ord (BILL) 0.6 $26M 767k 34.20
Waste Connections (WCN) 0.5 $26M 329k 77.50
Msci (MSCI) 0.5 $25M 87k 288.96
Aspen Technology 0.5 $25M 262k 95.07
salesforce (CRM) 0.5 $25M 170k 143.98
PPG Industries (PPG) 0.5 $24M 281k 83.60
MercadoLibre (MELI) 0.5 $23M 48k 488.58
Marsh & McLennan Companies (MMC) 0.5 $23M 261k 86.46
Amdocs Ltd ord (DOX) 0.5 $23M 409k 54.97
Wyndham Hotels And Resorts (WH) 0.5 $22M 707k 31.51
Paycom Software (PAYC) 0.5 $22M 108k 202.01
Angi Homeservices (ANGI) 0.5 $21M 4.1M 5.25
Aon 0.5 $21M 128k 165.04
Thomson Reuters Corp 0.4 $21M 303k 67.86
Goldman Sachs (GS) 0.4 $20M 132k 154.59
IDEXX Laboratories (IDXX) 0.4 $20M 82k 242.24
Everest Re Group (EG) 0.4 $20M 103k 192.42
Canadian Pacific Railway 0.4 $20M 89k 220.75
Benefitfocus Inc convertible security 0.4 $20M 25M 0.77
Taylor Morrison Hom (TMHC) 0.4 $19M 1.7M 11.00
Cubesmart (CUBE) 0.4 $18M 668k 26.79
Essex Property Trust (ESS) 0.4 $17M 79k 220.24
CBOE Holdings (CBOE) 0.4 $17M 194k 89.25
Weingarten Realty Investors 0.4 $17M 1.2M 14.43
Lowe's Companies (LOW) 0.4 $17M 196k 86.05
Brown-Forman Corporation (BF.A) 0.4 $17M 328k 51.38
Coca Cola European Partners (CCEP) 0.4 $16M 436k 37.53
Camden Property Trust (CPT) 0.3 $16M 202k 79.24
Arthur J. Gallagher & Co. (AJG) 0.3 $16M 194k 81.51
Peak (DOC) 0.3 $16M 662k 23.85
PS Business Parks 0.3 $16M 115k 135.52
Stoneco (STNE) 0.3 $16M 715k 21.77
Oracle Corporation (ORCL) 0.3 $15M 315k 48.33
Pepsi (PEP) 0.3 $15M 127k 120.10
Broadridge Financial Solutions (BR) 0.3 $15M 160k 94.83
Cerner Corporation 0.3 $15M 237k 62.99
Arch Capital Group (ACGL) 0.3 $15M 515k 28.46
Cyrusone 0.3 $14M 223k 61.75
Norfolk Southern (NSC) 0.3 $13M 92k 146.00
IDEX Corporation (IEX) 0.3 $13M 97k 138.11
UniFirst Corporation (UNF) 0.3 $12M 80k 151.09
Host Hotels & Resorts (HST) 0.3 $12M 1.1M 11.04
Meritage Homes Corporation (MTH) 0.3 $12M 319k 36.51
Healthcare Tr Amer Inc cl a 0.2 $11M 463k 24.28
Mgm Growth Properties 0.2 $11M 474k 23.67
Life Storage Inc reit 0.2 $11M 113k 94.55
Air Products & Chemicals (APD) 0.2 $10M 50k 199.60
Rollins (ROL) 0.2 $10M 277k 36.14
Lamar Advertising Co-a (LAMR) 0.2 $9.8M 192k 51.28
Tyler Technologies (TYL) 0.2 $9.8M 33k 296.57
Eventbrite (EB) 0.2 $9.8M 1.3M 7.30
Hyatt Hotels Corporation (H) 0.2 $9.7M 204k 47.90
Waters Corporation (WAT) 0.2 $9.5M 52k 182.05
CSX Corporation (CSX) 0.2 $8.1M 141k 57.30
Invitation Homes (INVH) 0.2 $8.0M 374k 21.37
Lennar Corporation (LEN.B) 0.2 $7.9M 273k 28.92
Procter & Gamble Company (PG) 0.2 $7.6M 69k 110.00
SPS Commerce (SPSC) 0.2 $7.5M 161k 46.51
Cme (CME) 0.2 $7.4M 43k 172.90
Sun Communities (SUI) 0.2 $7.4M 60k 124.84
South Mtn Merger Corp 0.2 $7.4M 760k 9.70
Apex Technology Acquisitn 0.2 $7.3M 750k 9.77
Flying Eagle Acquisition Cor unit 99/99/9999 0.2 $7.0M 700k 9.97
Canadian Natl Ry (CNI) 0.1 $6.7M 86k 78.22
Korn/Ferry International (KFY) 0.1 $6.7M 274k 24.32
Dentsply Sirona (XRAY) 0.1 $6.5M 169k 38.83
Guidewire Software (GWRE) 0.1 $6.5M 82k 79.31
Amcor (AMCR) 0.1 $6.3M 778k 8.12
Dmy Technology Group Inc unit 99/99/9999 0.1 $5.9M 600k 9.83
Chp Merger Corp 0.1 $5.8M 600k 9.70
Finserv Acquisition Corp cl a 0.1 $5.8M 600k 9.60
Berkshire Hathaway (BRK.B) 0.1 $5.6M 30k 182.82
3M Company (MMM) 0.1 $5.4M 40k 136.50
Scvx Corp unit 99/99/9999 (SCVXU) 0.1 $5.0M 500k 9.97
Dfp Healthcare Acquisitns Co unit 03/31/2025 0.1 $5.0M 500k 9.92
Churchill Cap Corp Ii cl a 0.1 $4.2M 425k 9.95
Oaktree Acquisition Corp unit 99/99/9999 0.1 $4.0M 400k 9.99
Axalta Coating Sys (AXTA) 0.1 $3.9M 227k 17.27
Weyerhaeuser Company (WY) 0.1 $3.8M 223k 16.95
Square Inc cl a (SQ) 0.1 $3.8M 72k 52.37
Under Armour Inc Cl C (UA) 0.1 $3.7M 459k 8.06
Alleghany Corporation 0.1 $3.0M 5.5k 552.38
Benefitfocus 0.1 $2.8M 311k 8.91
Middleby Corporation (MIDD) 0.0 $1.9M 33k 56.87
Central Garden & Pet (CENTA) 0.0 $1.5M 59k 25.58
Prologis (PLD) 0.0 $1.5M 18k 80.39
Diamond Eagle Acquisition Corp diamond eagle acq cl a 0.0 $953k 333k 2.86
Juniper Indl Hldgs 0.0 $420k 750k 0.56
Gores Metropoulos 0.0 $260k 200k 1.30
Fintech Acquisition Corp Iii 0.0 $241k 371k 0.65
Arya Sciences Acquisition-a shs cl a 0.0 $181k 98k 1.84
Landcadia Hldgs Ii Inc cl a 0.0 $174k 434k 0.40
Conyers Pk Ii Acquisition 0.0 $109k 75k 1.45
Tortoise Acquisition Corp cl a 0.0 $70k 250k 0.28